Posted by stock_investor > 2020-06-03 19:11 | Report Abuse

Useless counter. Pure goreng stock.

Posted by gemfinder > 2020-06-03 19:34 | Report Abuse

Y tis counter every q cost of sales very high

Posted by JayC88 > 2020-06-03 19:42 | Report Abuse

doesnt matter, i caught it at the bottom and no matter how it drop also wont be red for me. will hold it through.

Posted by ivanlau > 2020-06-03 21:09 | Report Abuse

Will back to the basic, tp 66 cents .

Posted by JayC88 > 2020-06-03 21:09 | Report Abuse

cant wait, can add more.

Posted by SuperPanda > 2020-06-03 21:13 | Report Abuse

another gg stock, push price high then gave bonus to dilute price and then release news to venture into healthcare and then posted loss qtr

Posted by investmalysia > 2020-06-03 21:50 | Report Abuse

They are slow in face mask. Now market is full of mask. China manufacturers already ramp up their production. Now only they want to start production. Not a good move. Highly competitive environment. Topglove also producing face mask but it’s complementary to their products. Notion core business has nothing to do with mask.

Posted by HappY InVest (=^x^=) > 2020-06-03 21:58 | Report Abuse

Mahu goreng ape cerita sekarang bagi notion, EMS with dyson? Mask? Ventilator? Ramai blogger bagi rate yang x cun bila QR keluar ni.

Posted by investmalysia > 2020-06-03 21:59 | Report Abuse

Later they say venture into glove productions

Posted by limitupupup > 2020-06-03 22:00 | Report Abuse

lppl stock jek, already sold long time during peak, coming back to see how the holders now

Posted by michaelwong > 2020-06-03 22:30 | Report Abuse

After the bonus issues , l have already sense the coming qr is nothing much attractive looking at the share price b4 the results is released . The company are using every measures to sustain the price is not workable.

Posted by tollebunsmith > 2020-06-03 23:23 | Report Abuse

If the price is maintained with upward bias between .75 and .85. then i will surely hold and probably top up more slowly . But i will not trust an over whelming increase in price and suspect that syndicates are taking us for a ride. If Management and groups willing to sell down and support any volume sellers and not let the price volatility be extreme, I believe with these steps all parties involved will reap mutual benefits in the long run. Any big drop in price will discourage retail investors to hold and probably cut loss and look for other counters to support. I hope management is on retail side as well as big investor funds , and as i feel this guy next88 is sincere and do everything in his power to translate management ambition and produce result. Other empty companies with cooking up the books and taking small investor for a ride, I feel this company will maintain the price out any price drop will be goodwill for this company.
we will see tomorrow.

Posted by cheer76 > 2020-06-04 08:45 | Report Abuse

Q2 FY2020: Business Outlook:
What happened in Q2 was not unexpected as Wuhan started the lockdown in Jan 2020 and as China went into pre Lunar New Year
holidays and subsequent national lockdown due to Covid-19 outbreak and followed by transmission of the virus globally resulting in
a pandemic of a global proportion last experienced during the Spanish Flu pandemic of 1918 to 1920.
Chinese manufacturers form the largest hub of supply chain for the Electrical & Electronics sector besides other important industrial
and metals sectors. Once this supply chain was disrupted, there was utter chaos and immediate global search for alternative sources
and change of suppliers from other hubs but the delays and capacity to replace this vital Chinese supply chain was an impossible
task.
The missing of a component or a surface treatment process or delays in shipment or inadequate inventories by any supplier to the
final assembler will result in an incomplete production of the end product. Even if you have the capacity to manufacture a certain
component but a disruption of other suppliers can cause your components to be held back.
A public health issue has become an economic challenge as every affected country began to shut its borders and locked down with
social distancing and personal healthcare becoming priority over economic activities deemed able to transmit the virus.
Compared to previous quarter, HDD was down 10%, Automotive down 12%, Camera down 39% and EMS down 3% resulting on
overall sales down 11%. All sectors were negatively affected even though internet usage surged which means data storage in HDD
will benefit but disruption by suppliers and the MCO lockdown took effect on production due to limited capacity allowed and in
some cases no work for a period of time.
The lower scale of production and sales with a lower gross profit was not sufficient to cover the other Overheads and Selling &
Administration cost resulting in a loss of RM 3.8 million

Posted by cheer76 > 2020-06-04 08:45 | Report Abuse

Outlook for Q3 (April – June):
April and May months performance is sharply down due to the extended MCO and only the HDD sector held up well but we expect
June to recover from both Automotive and EMS sectors albeit at a lower level. The safety of our workers, staff and management took
centre stage as we implemented work from home for non-essential personnel, temperature checking, sanitizing of hands, periodic
disinfection and social distancing.
Q3 results will be negative reflecting the true state of business disruption

Posted by cheer76 > 2020-06-04 08:45 | Report Abuse

Outlook for Q4 (July-Sept):
We do not know how long this pandemic will last and whether there will be subsequent waves and when a cure and a vaccine is
made available. Most reports do indicate a period of 12 to 18 months to realistically get a tested and approved vaccine ready.
Although Europe and USA have started to reopen after a long lockdown, it is still not back to normal pre-Covid time and the recovery
can be prolonged and challenged by further flareups of the pandemic. The good thing is China has reopened earlier and the virus
seems well under control and the supply chain has recovered.
But the shutting of borders, quarantine of 14 days, limited air travel and fear of catching the virus continues to bear on every country
and its economic health.
Health consciousness, use of face mask, social distancing and hand washing have become a global trend.

Posted by cheer76 > 2020-06-04 08:46 | Report Abuse

New Paradigm Shift:
The Group has after much brain storming, decided in March to make a strategic move into the Healthcare sector in production of
surgical/medical face mask, production of the face mask filter barrier, PP polypropylene meltblown (MB) fabric and later the inner
and outer layers of face mask, PP polypropylene spunbond (SB) fabric and also the PP resins needed for the fabric production.
The business will kickstart in the month of June and gradually increase in scale as we develop the market and iron out the kinks of
manufacture.
The Group will provide the new guidance for FY2020 and 2021 in the next quarter when the production and business is made clearer.
The total investment thus far is RM7.5 million in capex with 4 lines of face mask production of output 10 million face mask per
month, 5 lines of PP MB production of 50 tons each month which is sufficient for 50 million face mask production a month. The
excess of PP MB will be sold to other face mask makers locally and overseas. We have not yet invested in PP SB machinery as yet but
soon.

Posted by cheer76 > 2020-06-04 08:46 | Report Abuse

To have an idea of the sales value of these new products, the face mask selling price is assumed at RM1 a piece and the PP MB selling
price at USD50,000 or RM215,000 a ton.
Finally, barring any unforeseen circumstances, the Board is cautiously optimistic that FY2020 will end up profitable once the new
business grows. The Group is still in the metals business and developing new products in EMS as well as HDD, Automotive and using extrusion technology to further add depth to the engineering capabilities while awaiting the full recovery of the global markets.

Posted by tollebunsmith > 2020-06-04 08:58 | Report Abuse

Looks bad.. panic selling

Posted by tollebunsmith > 2020-06-04 09:01 | Report Abuse

ABOVE .70 MANY WILL SUPPORT NOTION

Posted by overmars > 2020-06-04 09:03 | Report Abuse

this is not work as the company runs too many industry which mean the company cant focus on the main industry. some more the company has no experience in mask industry. company need to hire expert and buy lot machine to produce mask. the most important is the matter of time. when production is there and is the pandemic still there or lost? normal price for mask is just 59 cents (selling price but outlet to end user) before pandemic. there is too many mask in market after 6 months of the pandemic. running factory to produce mask is just another burden to the company. please correct me if i am wrong.

Posted by tollebunsmith > 2020-06-04 09:05 | Report Abuse

Thanks in advance if u can maintain 70... do not let the number 6* and it will be fine.. win win

Posted by tollebunsmith > 2020-06-04 09:05 | Report Abuse

thanks i am buying a little more... bit by bit

Posted by tollebunsmith > 2020-06-04 09:08 | Report Abuse

I think i am in love with Notion ( i am not gay)

Posted by tollebunsmith > 2020-06-04 09:09 | Report Abuse

ok.. buying more.... as long as some divvy along the way... i am all in ( at my own risk)

Posted by tollebunsmith > 2020-06-04 09:11 | Report Abuse

If this guy dare to face us, i feel his honesty.. so i whole heartedly can say i support Notion management.

Posted by tollebunsmith > 2020-06-04 09:12 | Report Abuse

another case in point is DOw is up a lot// spillover effect and hence china loss is others gain ( even small amount to others wil be a big amount to MY

Posted by tollebunsmith > 2020-06-04 09:15 | Report Abuse

Big volume play on bursa generally... and i thought we were having an economic crunch and politically hazy

Posted by tollebunsmith > 2020-06-04 09:20 | Report Abuse

panic selling has stopped /.... seems like controlled selling and support fighting ( syndicates vs vested groups vs general players?

Posted by investmalysia > 2020-06-04 09:23 | Report Abuse

Mr DIY is selling 50 pcs mask for RM39. Its US FDA approved. The margin is so small

Posted by overmars > 2020-06-04 09:24 | Report Abuse

dropped at 68 then up and stuck at 705/710... is this a good sign?

Posted by tollebunsmith > 2020-06-04 09:27 | Report Abuse

Buying pecentage is goingup from earlier 38% to 45%...

Posted by tollebunsmith > 2020-06-04 09:30 | Report Abuse

remember that there was a pack whicjh bought at the high end pre bonus and post bonus... that means that they still hold some even if they could have off loaded

Posted by JayC88 > 2020-06-04 09:32 | Report Abuse

i am holding because of the management and their efforts. also because i entered at 0.50, so am willing to grow along with the company

Posted by unice > 2020-06-04 09:36 | Report Abuse

Personal feel that company is trial to stablize the share price. Anyway, feel confident with the management

Posted by tollebunsmith > 2020-06-04 09:37 | Report Abuse

JayC88: me too/// i have a paper gain.. and i got it after the big drop after it reached 1.30 pre bonus and collected on the way up. so my cost is also low but as low as yours. Congrats.. we swim or sink... but still on the priofit side cos very low risk of loosing and more probability of winning

Posted by tollebunsmith > 2020-06-04 09:39 | Report Abuse

happy if price holds in this rage & NOT happy if it goes too high as profiteeing and syn will play and cause too much volatility and perople will be scared to maintain this portfolio

Posted by tollebunsmith > 2020-06-04 09:41 | Report Abuse

if maintains this range people will realize that it is stable and willing to buyin as more potential to go up.

Posted by witan > 2020-06-04 09:49 | Report Abuse

Production of medical products only commence in June??? Way too slow way too late. Low margin products especially with so many companies jumping into it. Bad move by the directors. They should just focus on their high margin precision manufacturing unless they know their core business is doing really bad hence force to find alternative revenue.

Posted by Nowek > 2020-06-04 09:54 | Report Abuse

Guys i have 750units of this shares. At first i bought 500 unit before the bonus.how to clear that extra 50 ya? Since we can only buy/sell in 100units.

Posted by investmalysia > 2020-06-04 09:56 | Report Abuse

Agreed with witan. This of this topglove is doing it as well. When they sell gloves, then can sell mask as well to the same buyer. They does not need to look for new customer. However for notion, they will need to look for customers whom may already bought from topglove

Posted by tollebunsmith > 2020-06-04 09:59 | Report Abuse

witan: i disagree.. what happens if extended slowdown and these pods are not too viable? at least Notion has a reputation to maintain and i kinda like their proactive stance trying to realign prods with the bigger space and income generating options, I can foresee complaints if Notion stuck to the safe slowdown prods and shows us lousy growth and we scream at Notion even louder. Anayways give it 2 qtrs and see results. If Positive we ride , if neg we abandon and seek others industries ... rinse and repeat. ( just my opinon)

Posted by investmalysia > 2020-06-04 09:59 | Report Abuse

Just to let you know, kossan is manufacturing face mask as well

Posted by investmalysia > 2020-06-04 10:01 | Report Abuse

They are the specialist in this industry. We cannot fight them

Posted by kobethebeagle > 2020-06-04 10:01 | Report Abuse

Hold it until the next QR, their HDD segment is growing steadily, plus 20 Million Insurance fee from the fire, should be good profit next QR. Collect more now at low price!

Posted by investmalysia > 2020-06-04 10:03 | Report Abuse

Tollebunsmith, I disagree. Are you telling that AirAsia or Genting should produce gloves/face mask as well? They have much more capabilities than notion. We should focus on our area of expertise. Don’t try to jump here jump there

Posted by witan > 2020-06-04 10:06 | Report Abuse

tollebunsmith: I just think for a successful business to grow they need to focus in what they are doing best instead of trying to become jack of all trades. Just my opinion

Posted by witan > 2020-06-04 10:10 | Report Abuse

I mean if you look at Dufu and other similar companies, they are doing fantastic even during this covid19 outbreak. They don't try to diversify their business to something unrelated. So makes me wonder the direction of Notion management.

Posted by tollebunsmith > 2020-06-04 10:14 | Report Abuse

Thnaks for your POV.. just that in experience as a retired non management production line worker, i can see there space & staff already taken care off with only small adjustment/fine tuning. They let the staff go during slowdown and tey have to paid full salary. IF AA they have to find & employ new staff and new space and sources and equip. Thats why AA ventured into insurance & ho. .they are not just pilots... i know people will say they formed new company etc.. well this is the best ion could do under the circumstances. They might be wrong or right... how to find out... stay online here and wait at least 2 qtr.. that will be proof. I hope you wont take it in a wrong way. It is good to have a healthy exchange of vies so as to better make buying decisions and bach other. Thanks.

Posted by investmalysia > 2020-06-04 10:14 | Report Abuse

Nice one witan. Totally agree with you

Posted by tollebunsmith > 2020-06-04 10:15 | Report Abuse

oh Genting does theme parks & hote and land dev..